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240 results for TSO

Barneys New York and the Danger of Ignoring a Market Paradigm Shift

Barneys’ collapse shows how ignoring paradigm shifts destroys value. Investors face a similar market transition today.

The Market Is Getting More Selective – 202 Stocks Just Changed Grades

If you watched the Super Bowl on Sunday, you already know it ended with the Seattle Seahawks taking home the Lombardi trophy. And while there…

Here Is Where Gold Goes Next

What history suggests is next for gold… horrific forecasts of government fiscal excess… a moonshot trade idea from Jonathan Rose… Marc Chaikin’s warning to investors…

Stop Looking for Peak AI

By the numbers, global AI spending is projected to exceed $2.5 trillion in 2026 alone. Wall Street keeps looking at this and asking: Have we…

The AI Rotation Is Happening – Here’s How to Stay Caught Up

Software stocks didn’t feel much love approaching Valentine’s Day – and no amount of flowers and chocolate today can change that. That’s why it’s important…

Miss Out on Nvidia? Two More Innovative AI Chip Stocks Hiding in Plain Sight 

Much like Nvidia at $72, these two AI chip stocks have incredible upside that Wall Street hasn’t fully realized yet… 

Why Yesterday’s Winning Strategy Stops Working

In his piece today, Marc Chaikin shares the story of Barneys New York – a once-iconic retail powerhouse that looked untouchable… until the world changed…

The Danger Lurking Behind a Strong GDP Number

Louis projects 6% growth while hiring stays flat… here’s the dynamic behind it… new data on the K-shaped economy… how Luke Lango is positioning for…

The AI Capex Debate: Misallocation or Generational ROIC?

A data-driven, in-depth look at $700 billion in AI capex and whether hyperscalers’ spending makes economic sense.

Weekly Recap: The AI Rotation, SaaS Shakeout, and the Paradigm Shifts You Can’t Ignore

This recap is designed to zoom back out…  to help you see the throughline, understand what’s really changing beneath the surface, and stay focused on…

This Breakthrough Changed Everything – and Most Investors Missed It

Yesterday, we shared Marc Chaikin’s thoughts on how investors can fall behind when markets change and old strategies stop working. Today, he’s taking that idea…

Markets Change. Most Investors Don’t. That’s the Problem.

Most businesses don’t fail overnight. They fall behind quietly until one day, the damage is obvious. That’s exactly what happened to luxury fashion store Barneys…

Three Stocks Insiders Are Selling in Droves

Like a house sitting on a sandy cliffside during a storm, no company in history has ever maintained ultrahigh prices forever. And when that happens,…

Uncle Sam Sends Another Small Stock Soaring – Here’s How You Could Find Their Next Target

In today’s Market 360, we’ll go over how the latest move by Washington is just another step in the race. (It was a move that…

The AI Stocks to Sell Immediately… and the Ones to Buy Instead 

In today’s Smart Money, Tom Yeung will share why the biggest spenders will not be the biggest winners. Instead, the winners will be companies weaving…

The End of the Free Market Fantasy

The U.S. has quietly abandoned free-market globalism in favor of a government-directed Technological Republic. Learn why this shift echoes the Manhattan Project, where the real…

The Race for AI Supremacy Just Entered a New Phase

Looking at how the world has reshaped itself in previous eras can tell us a lot about what’s coming. Today, we’re turning the Digest over…

The 21-Day Challenge That Could Transform Your Portfolio

Over the next 21 days, I challenge you to change your investing habit and look beyond U.S. markets.

It’s Over for Bitcoin…for Now

Luke Lango says Bitcoin has hit its Fourth Bust… a “growing consensus” about the government and your wallet… Eric Fry’s pick crushes Nvidia… where to…

SaaSmageddon Is Here – and Not All Software Stocks Will Survive

An explanation of why software stocks – especially SaaS – are being structurally disrupted by AI, and how investors can identify survivors.

Washington’s ‘New Deal’ for AI Stocks Is Your Lottery Ticket

In the 1930s, the New Deal reshaped American industry by focusing on power, capital, and infrastructure. Today, the same playbook is being applied to AI…

Why Figma Stock Crashed 81%: The IPO Mechanics Retail Never Saw Coming

2 Stocks to Buy for AI’s Next Stage

Instead, the big winners of the iPhone revolution turned out to be those providing experiences on top of these smartphone systems. Ride-hailing firm Uber, former…

A Quiet Storm Is Brewing in the Market – Here’s How to Prepare (Before It’s Too Late)

In today’s Market 360, I want to walk you through what’s changing beneath the surface – and why understanding this change matters right now.

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